Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.1M
3
+$22.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.9M
5
GLD icon
SPDR Gold Trust
GLD
+$15M

Top Sells

1
+$21.5M
2
+$16.1M
3
+$11.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.7M

Sector Composition

1 Financials 4.62%
2 Technology 4.53%
3 Healthcare 4.42%
4 Consumer Staples 4.24%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.58M 0.08%
124,836
+5,145
227
$3.54M 0.08%
66,620
-13,474
228
$3.54M 0.08%
47,180
-412
229
$3.53M 0.08%
260,896
+322
230
$3.52M 0.08%
77,213
+11,213
231
$3.52M 0.08%
35,103
-5,062
232
$3.51M 0.08%
33,303
-4,192
233
$3.51M 0.08%
224,839
-20,673
234
$3.49M 0.08%
121,045
-282
235
$3.49M 0.08%
44,086
-146,055
236
$3.46M 0.08%
77,220
-9,952
237
$3.44M 0.08%
65,818
+18,924
238
$3.44M 0.08%
106,251
-4,589
239
$3.44M 0.08%
421,974
-25,506
240
$3.43M 0.08%
92,443
+82,826
241
$3.42M 0.08%
140,495
+765
242
$3.42M 0.08%
36,681
+490
243
$3.42M 0.08%
48,762
-9,212
244
$3.41M 0.08%
323,665
+21,300
245
$3.4M 0.08%
55,805
+2,215
246
$3.38M 0.08%
65,881
+3,191
247
$3.38M 0.08%
120,465
+23,337
248
$3.35M 0.08%
340,012
-125,489
249
$3.35M 0.08%
32,718
+1,924
250
$3.34M 0.08%
64,834
-17,534
8 9
10
11 12